AI Infrastructure
GPUs, silicon, data centres and the data platforms underneath.
Oracle Trims Workforce by 21,000 Roles Amid AI Pivot and Data Center Expansion
Oracle eliminated approximately 21,000 positions last year as the company redirected resources toward artificial intelligence development and heavy data center investments, reflecting a broader tech industry trend of workforce restructuring to fund emerging technologies.
SpaceX’s Real Product Isn’t Rockets—It’s Orbit as a Data Center
With shareholders demanding returns, SpaceX is betting its trillion-dollar valuation on AI compute from space—not lunar landers or Starlink. Here’s what that means for NASA, investors, and the future of Earth’s digital infrastructure.
Attribution in the Aisle: The Infrastructure Scaling Physical Retail Media
An in-depth look at how retail media networks are expanding off-site and in-store. We explore the role of first-party customer data, clean rooms, digital screen formats, and advanced telemetry like foot-traffic path tracking and geo-matched incrementality testing to justify physical ad spend.
The Interconnected Web of AI: How Hybrid Environments Reshape Human Agency and Society
Exploring how AI-mediated environments create cascading effects across cognition, relationships, climate, and equity—and why proactive engagement through hybrid intelligence frameworks is essential for preserving human agency.
The Hidden Liquid Cooling Tax on AI Compute Power
AI’s demand for high-density GPU computing has hit a cooling barrier. From bacterial outbreaks to clogging, fluid management in data centers is becoming an expensive, labor-intensive hurdle. Omen AI’s new approach seeks to shift infrastructure maintenance from reactive, sample-based testing to real-time, sensor-driven diagnostics.
Reflection AI’s $150M Bet: The Open-Source AI Lifeline Nobody Saw Coming
Open-source AI lab Reflection AI pays $150 million monthly for immediate access to Nvidia's latest GB300 chips at SpaceX's Colossus 2 data center, in a deal worth up to $6.3 billion through 2029 — the largest announced open AI infrastructure commitment to date.
Google and Blackstone Forge a $5 Billion AI Compute Empire — And It Changes Everything for AI Startups
Google and Blackstone are launching a $5 billion joint venture to build TPU-powered cloud infrastructure, creating a new path for startups and enterprises to access AI compute without direct hyperscaler contracts.
Wayve Emerges as Go-To Partner for Traditional Automakers Chasing Silicon Valley
Wayve is rapidly becoming the preferred AI driving partner for legacy automakers seeking to accelerate autonomous development without building in-house capabilities, positioning itself as the bridge between automotive engineering and Silicon Valley innovation.
Rocket Report: Nova’s Big Step, SpaceX’s $1.75T Gamble, and the Quiet Crisis in U.S. Launch Infrastructure
Edition 8.45 of the Rocket Report: Stoke Space’s Nova clears structural tests, SpaceX’s IPO reveals its true nature as an AI infrastructure play, and the U.S. launch system is fraying at the seams—while offshore launch and international sites quietly fill the gaps.
The Multi-Trillion Dollar Question: Why AI Infrastructure Spending Still Lacks ROI
Companies have poured trillions into AI infrastructure, yet significant business value remains elusive for the vast majority. This article explores the disconnect between massive technology investment and tangible financial outcomes, examining why traditional ROI frameworks for tech may be failing in the AI era.
OpenAI's Jalapeño Chip and the End of Nvidia's Monopoly Era
OpenAI and Broadcom unveiled Jalapeño, a custom inference chip designed for LLM workloads, as part of a growing industry trend where major tech companies build their own silicon to reduce reliance on single suppliers like Nvidia.
They Shut Down the Ocean’s Nervous System—Then Panicked
The Trump administration tried to dismantle a $350M ocean monitoring network in May 2026. The Senate stopped them. But the damage? Still unknown.